Anic Equity¶
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Total return since start: 0.566 %¶
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Equity now: -----------------------------> 47850.37 Kr¶
Max Equity ever reached: ------------> 48629.89 Kr¶
Portfolio value: --------------------------> 46455.41 Kr¶
PnL: ---------------------------------------> -433.16 Kr¶
DD now: ---------------------------------> -1.603 %¶
Max portfolio DD since start: ----> -13.025 %¶
Updated:¶
'2023-01-24 11:48:39.137513'
Anic Portfolio Holdings¶
| volume | changePercent | value | profit | profitPercent | acquiredValue | |
|---|---|---|---|---|---|---|
| name | ||||||
| Beijer Electronics Group | 26 | -1.300000 | 3166.800000 | 195.800000 | 6.590000 | 2971.000006 |
| HEBA B | 70 | -1.600000 | 2793.000000 | 157.000000 | 5.960000 | 2636.000010 |
| FM Mattsson Mora Group B | 50 | 1.350000 | 3000.000000 | 73.000000 | 2.490000 | 2927.000000 |
| Corem Property Group B | 59 | -0.560000 | 629.530000 | 52.530000 | 9.100000 | 576.999999 |
| AcadeMedia | 12 | 0.100000 | 603.000000 | 46.000000 | 8.260000 | 557.000004 |
| MedCap | 2 | 0.000000 | 465.000000 | 44.000000 | 10.450000 | 421.000000 |
| SAAB B | 8 | 0.380000 | 3416.000000 | 39.000000 | 1.150000 | 3377.000000 |
| HMS Networks | 2 | -1.510000 | 706.400000 | 33.400000 | 4.960000 | 673.000000 |
| Resurs Holding | 22 | 0.580000 | 607.200000 | 33.200000 | 5.780000 | 573.999998 |
| Samhällsbyggnadsbo. i Norden B | 20 | -2.240000 | 388.100000 | 33.100000 | 9.320000 | 355.000000 |
| Boozt | 12 | -0.430000 | 1681.200000 | 27.200000 | 1.640000 | 1653.999996 |
| Norva24 Group | 16 | -0.280000 | 563.200000 | 20.200000 | 3.720000 | 543.000000 |
| Intrum | 4 | -0.840000 | 541.800000 | 14.800000 | 2.810000 | 527.000000 |
| Eastnine | 4 | -0.630000 | 505.600000 | 14.600000 | 2.970000 | 491.000000 |
| Fastighetsbolag. Emilshus Pref | 21 | 0.000000 | 576.450000 | 14.450000 | 2.570000 | 562.000005 |
| Securitas B | 6 | 0.640000 | 583.680000 | 13.680000 | 2.400000 | 570.000000 |
| Swedbank A | 3 | 1.610000 | 577.650000 | 13.650000 | 2.420000 | 564.000000 |
| Coor Service Management Hold. | 8 | -0.440000 | 544.400000 | 12.400000 | 2.330000 | 532.000000 |
| OEM International B | 7 | -1.670000 | 535.500000 | 7.500000 | 1.420000 | 527.999997 |
| Karnov Group | 9 | -0.170000 | 540.900000 | 4.900000 | 0.910000 | 536.000004 |
| CTEK | 13 | 0.270000 | 538.070000 | 4.070000 | 0.760000 | 533.999999 |
| Handelsbanken A | 5 | 0.370000 | 548.000000 | 2.000000 | 0.370000 | 546.000000 |
| Samhällsbyggnadsbo. i Norden D | 12 | -1.250000 | 245.760000 | -0.240000 | -0.100000 | 246.000000 |
| Creaspac SPAC | 6 | -0.100000 | 576.000000 | -1.000000 | -0.170000 | 577.000002 |
| Nordea Bank Abp | 29 | 0.240000 | 3452.160000 | -1.840000 | -0.050000 | 3453.999992 |
| Midsona B | 63 | 0.000000 | 569.520000 | -13.480000 | -2.310000 | 582.999984 |
| Essity B | 2 | -1.210000 | 556.400000 | -17.600000 | -3.070000 | 574.000000 |
| Essity A | 4 | -1.590000 | 1114.000000 | -35.000000 | -3.050000 | 1149.000000 |
| International Petroleum Corp. | 5 | -2.780000 | 559.000000 | -35.570000 | -5.980000 | 594.565215 |
| Sampo Oyj SDB | 7 | -0.910000 | 3808.000000 | -42.000000 | -1.090000 | 3850.000000 |
| Vivesto | 1368 | -2.280000 | 538.990000 | -74.010000 | -12.070000 | 612.999432 |
| Axfood | 13 | -0.960000 | 3625.700000 | -130.300000 | -3.470000 | 3756.000001 |
| Fasadgruppen Group | 35 | 2.100000 | 3570.000000 | -241.000000 | -6.320000 | 3810.999990 |
| OX2 | 18 | -2.000000 | 1411.200000 | -252.800000 | -15.190000 | 1663.999992 |
| Ovzon | 52 | 0.180000 | 2917.200000 | -444.800000 | -13.230000 | 3361.999992 |
| TOTAL | 46455.410000 | -433.160000 | -1.60296% | 46888.564618 |
Updated:¶
'2023-01-24 11:48:51.925696'
None
Last optimization/rebalancing:¶
'2023-01-02'
Next optimization/rebalancing:¶
'2023-02-10'
AVAN-Live vs backtest and OMXSE30 2023¶
Walk forward test results - depending on starting day¶
Equity is shown as log of returns. Returns range by a factor of 10. Best is about 10000%, 100 times money, and worst 1000%, 10 times money in 20 years. Maximal duration for drawdown periods vary between 280-750 days. Worst drawdown across the tests is about 40 %. ¶
